Anic Equity¶
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Total return since start: 0.571 %¶
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Equity now: -----------------------------> 47982.17 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46587.22 Kr¶
PnL: ---------------------------------------> -301.35 Kr¶
DD now: ---------------------------------> -1.332 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 22:08:07.776341'
Benchmark comparison¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 1.980000 | 3208.400000 | 237.400000 | 7.990000 | 2971.000006 |
| HEBA B | 70 | 3.050000 | 2838.500000 | 202.500000 | 7.680000 | 2636.000010 |
| Corem Property Group B | 59 | 3.170000 | 633.070000 | 56.070000 | 9.720000 | 576.999999 |
| AcadeMedia | 12 | 1.540000 | 602.400000 | 45.400000 | 8.150000 | 557.000004 |
| HMS Networks | 2 | 4.730000 | 717.200000 | 44.200000 | 6.570000 | 673.000000 |
| MedCap | 2 | 4.490000 | 465.000000 | 44.000000 | 10.450000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 4.310000 | 397.000000 | 42.000000 | 11.830000 | 355.000000 |
| Boozt | 12 | 0.140000 | 1688.400000 | 34.400000 | 2.080000 | 1653.999996 |
| FM Mattsson Mora Group B | 50 | -0.500000 | 2960.000000 | 33.000000 | 1.130000 | 2927.000000 |
| Resurs Holding | 22 | 0.440000 | 603.680000 | 29.680000 | 5.170000 | 573.999998 |
| SAAB B | 8 | -1.070000 | 3403.200000 | 26.200000 | 0.780000 | 3377.000000 |
| Norva24 Group | 16 | 0.860000 | 564.800000 | 21.800000 | 4.010000 | 543.000000 |
| Intrum | 4 | 1.940000 | 546.400000 | 19.400000 | 3.680000 | 527.000000 |
| Eastnine | 4 | 0.000000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| OEM International B | 7 | -0.260000 | 544.600000 | 16.600000 | 3.140000 | 527.999997 |
| Coor Service Management Hold. | 8 | 2.170000 | 546.800000 | 14.800000 | 2.780000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 1.670000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Securitas B | 6 | 2.830000 | 579.960000 | 9.960000 | 1.750000 | 570.000000 |
| Karnov Group | 9 | 0.170000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Swedbank A | 3 | 0.210000 | 568.500000 | 4.500000 | 0.800000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 3.290000 | 248.880000 | 2.880000 | 1.170000 | 246.000000 |
| CTEK | 13 | 1.250000 | 536.640000 | 2.640000 | 0.490000 | 533.999999 |
| Handelsbanken A | 5 | 0.370000 | 546.000000 | 0.000000 | 0.000000 | 546.000000 |
| Creaspac SPAC | 6 | -0.210000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Sampo Oyj SDB | 7 | 0.000000 | 3843.000000 | -7.000000 | -0.180000 | 3850.000000 |
| Nordea Bank Abp | 29 | -0.130000 | 3444.040000 | -9.960000 | -0.290000 | 3453.999992 |
| Essity B | 2 | -2.460000 | 563.200000 | -10.800000 | -1.880000 | 574.000000 |
| Midsona B | 63 | 1.690000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| Essity A | 4 | -1.570000 | 1132.000000 | -17.000000 | -1.480000 | 1149.000000 |
| International Petroleum Corp. | 5 | 4.930000 | 575.000000 | -19.570000 | -3.290000 | 594.565215 |
| Vivesto | 1368 | -0.880000 | 551.580000 | -61.420000 | -10.020000 | 612.999432 |
| Axfood | 13 | 0.000000 | 3660.800000 | -95.200000 | -2.530000 | 3756.000001 |
| OX2 | 18 | -0.620000 | 1440.000000 | -224.000000 | -13.460000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.200000 | 3493.000000 | -318.000000 | -8.340000 | 3810.999990 |
| Ovzon | 52 | 1.080000 | 2912.000000 | -450.000000 | -13.380000 | 3361.999992 |
| TOTAL | 46587.220000 | -301.350000 | -1.33194% | 46888.564618 |
Updated:¶
'2023-01-23 22:05:34.692932'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
